Fiduciary Planning’s Exxon Mobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $720K | Sell |
6,675
-13
| -0.2% | -$1.4K | 0.24% | 44 |
|
|
2025
Q1 | $795K | Buy |
6,688
+1
| +0% | +$119 | 0.26% | 42 |
|
|
2024
Q4 | $719K | Sell |
6,687
-151
| -2% | -$16.2K | 0.23% | 44 |
|
|
2024
Q3 | $802K | Buy |
6,838
+159
| +2% | +$18.6K | 0.27% | 37 |
|
|
2024
Q2 | $769K | Buy |
6,679
+4
| +0.1% | +$461 | 0.28% | 37 |
|
|
2024
Q1 | $776K | Buy |
6,675
+4
| +0.1% | +$465 | 0.29% | 33 |
|
|
2023
Q4 | $667K | Hold |
6,671
| – | – | 0.28% | 32 |
|
|
2023
Q3 | $784K | Buy |
6,671
+358
| +6% | +$42.1K | 0.37% | 40 |
|
|
2023
Q2 | $677K | Hold |
6,313
| – | – | 0.31% | 32 |
|
|
2023
Q1 | $692K | Buy |
6,313
+1
| +0% | +$110 | 0.33% | 31 |
|
|
2022
Q4 | $696K | Buy |
6,312
+1
| +0% | +$110 | 0.34% | 31 |
|
|
2022
Q3 | $551K | Sell |
6,311
-34
| -0.5% | -$2.97K | 0.28% | 29 |
|
|
2022
Q2 | $543K | Sell |
6,345
-12
| -0.2% | -$1.03K | 0.27% | 31 |
|
|
2022
Q1 | $525K | Buy |
6,357
+1
| +0% | +$83 | 0.29% | 30 |
|
|
2021
Q4 | $389K | Sell |
6,356
-167
| -3% | -$10.2K | 0.22% | 41 |
|
|
2021
Q3 | $384K | Buy |
6,523
+178
| +3% | +$10.5K | 0.2% | 53 |
|
|
2021
Q2 | $400K | Sell |
6,345
-2
| -0% | -$126 | 0.35% | 53 |
|
|
2021
Q1 | $354K | Buy |
6,347
+1
| +0% | +$56 | 0.53% | 32 |
|
|
2020
Q4 | $262K | Sell |
6,346
-13,998
| -69% | -$578K | 0.37% | 47 |
|
|
2020
Q3 | $698K | Buy |
20,344
+4,066
| +25% | +$140K | 1.15% | 30 |
|
|
2020
Q2 | $685K | Buy |
+16,278
| New | +$685K | 1.51% | 27 |
|
|
2020
Q1 | – | Sell |
-3,369
| Closed | -$218K | – | 75 |
|
|
2019
Q4 | $218K | Buy |
+3,369
| New | +$218K | 0.2% | 57 |
|